Paraplanner - Route to Financial Advisor - Option for Hybrid Working - Epsom -
1 week ago
- Established Independent Financial Advice firm based in Epsom
- Specializing in Pensions, Investments, Tax Planning, and more
- Serving wealthy clients across London, Surrey, and the wider Southeast region
- Looking for a Paraplanner with a clear path to becoming an Adviser
- Excellent opportunity to work with a well-established Advisor
My client, an Independent Financial Advice firm in Epsom, has a rich history of providing comprehensive financial services to clients in the local area. They cater to a diverse clientele, including city professionals, SME business owners, and individuals at varying stages of their financial journey. With a focus on holistic wealth management, they are now seeking a Paraplanner who is eager to transition into an Adviser role.
The ideal candidate will have a passion for the technical aspects of Paraplanning and a desire to work closely with clients to help them achieve their financial goals. This role offers the unique opportunity to learn from an experienced Advisor and eventually take over their client portfolio. If you are a Level 4 diploma qualified professional or completing your final exams, this could be the perfect role for you.
Benefits of this position include a blend of office and home-based work, along with full study support for chartered qualifications. If you are ready to take the next step in your financial career and join a reputable firm committed to your professional development, we would love to hear from you.
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